NAVY LEAGUE OF THE US SAN DIEGO COUNCIL (EIN 953864195) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

SHELDON MARGOLIS

Phone

6192300301

Tax Period

2024-01-01 to 2024-12-31

NAVY LEAGUE OF THE US SAN DIEGO COUNCIL, founded in 1982, is a small nonprofit in the Public & Societal Benefit sector that reported $286K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

AN EDUCATIONAL AND ADVOCACY ORGANIZATION THAT SUPPORTS AMERICA'S SEA SERVICES: THE NAVY, MARINE CORPS, COAST GUARD AND U.S.- FLAG MERCHANT MARINE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $273,490

Program Service Revenue $23,170

Investment Income $13,156

Other Revenue $-23,925

TOTAL REVENUE $285,891

Expense Breakdown

Grants Paid $153,026

Salaries & Benefits $77,023

Fundraising Expenses $0

Program Expenses $293,632

Other Expenses $83,608

TOTAL EXPENSES $313,657

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,891	$207,665	+0.4%
Expenses	$313,657	$338,789	-0.1%
Net Income	$-27,766	$-131,124	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI ARNOLD	Director	5.00	Director	$0	$0	$0
JUDI ADAMS	Director	5.00	Director	$0	$0	$0
CHRIS CATANIA	Director	5.00	Director	$0	$0	$0
BOB BERMAN	Director	5.00	Director	$0	$0	$0
SHANE STEINFELD	Director	5.00	Director	$0	$0	$0
DAVE GRUNDIES	Director	5.00	Director	$0	$0	$0
SUZI JOHNSON	Director	5.00	Director	$0	$0	$0
DEREK BARKSDALE	Director	5.00	Director	$0	$0	$0
VICTOR KRULAK	Director	5.00	Director	$0	$0	$0
MELANIE LANG	Director	5.00	Director	$0	$0	$0
AUSTIN KRIVANEC	Director	5.00	Director	$0	$0	$0
RICK MITROVICH	Director	5.00	Director	$0	$0	$0
MARTY MAGANA	Director	5.00	Director	$0	$0	$0
JAY RINDLER	Director	5.00	Director	$0	$0	$0
JASON SURYA	Director	5.00	Director	$0	$0	$0
OCTAVIO NAVARRO	Director	5.00	Director	$0	$0	$0
PAM AMMERMAN	Director	5.00	Director	$0	$0	$0
GREGORY SEEPERSAD	Secretary	5.00	Officer	$0	$0	$0
SHELDON MARGOLIS	CFO	15.00	Officer	$0	$0	$0
ED NARANJO	President	10.00	Officer	$0	$0	$0
TRACEY OWENS	Vice President	10.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$285,891	$313,657	$468,369	$-27,766
2023	$207,665	$338,789	$484,967	$-131,124
2022	$472,987	$349,847	$635,713	$123,140
2021	$433,923	$219,795	$516,340	$214,128
2020	$143,491	$152,869	$301,140	$-9,378
2019	$206,774	$191,365	$309,055	$15,409
2018	$238,674	$391,002	$294,309	$-152,328

NAVY LEAGUE OF THE US SAN DIEGO COUNCIL